Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sydney? Claim Your ProfileSydney Marrs is a financial advisor with Charles Schwab & CO., Inc. and is currently registered with both Broker-Dealer and Investment Adviser firms. Sydney Marrs has 4 years of experience in the financial services industry. Sydney Marrs is registered to provide advisory services to clients in Indiana and 50 other states. Sydney Marrs has passed the Series 63, 66, 7TO, 9 and 10 exams. Sydney Marrs has a record of successful registration in a number of states, including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin and Wyoming.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
IN
07/20/2020 - Present
Charles Schwab & CO., Inc. (Indianapolis IN)
NE
11/22/2022 - 05/19/2024
TD AMERITRADE, INC. (OMAHA NE)
BOTH
Issued 07/11/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/14/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/12/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/26/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/19/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/13/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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